Podcast Episodes
Back to SearchCitrini Research: The Talk of Wall Street. Stock Talk Update, Friday February 27, 2026
Episode 339
Wall Street is debating a provocative question this week: If AI continues exceeding expectations, could that actually become bearish for the broader …
5 months, 2 weeks ago
Rotation Nation - Look Before You Leap: Stock Talk Update, Friday February 20, 2026
Episode 338
Why is the S&P 500 flat in 2026 while small-cap value stocks and high-dividend sectors are quietly outperforming? In this market update, you’ll gain …
5 months, 3 weeks ago
2026 Surprise of the Year? Stock Talk Update, Friday February 13, 2026
Episode 337
Is the biggest surprise of 2026 already happening, and almost no one sees it yet? I break down what investors should be watching in the S&P 500, ea…
6 months ago
1q26 Risks - Inflation Rising: Stock Market Update, Friday January 30, 2026
Episode 336
Early 2026 market volatility has my attention, despite realized volatility staying low... while the bond and options markets quietly flash warning s…
6 months, 2 weeks ago
Volatility Speaks: Investors were Warned. Stock Market Update, Friday January 23, 2026
Episode 335
A Key Risk for 2026 emerged quickly. What sparked the sudden market pullback, and how should investors should think about it calmly and clearly? I di…
6 months, 3 weeks ago
Volatility Speaks: Stock Market Update, Friday January 16, 2026
Episode 334
Do the Tradeable Volatility Markets think there are Road bumps coming? Turn on the financial news and you’ll hear the word “volatility” almost every …
6 months, 4 weeks ago
2026 Patience: Stock Market Update, Friday January 9, 2026
Episode 333
Patience may matter more than usual for investors in 2026.
Our investment team remains constructive on equities this year, but we expect increased …
7 months ago
2026 1st Half Outlook: Part 3, New Federal Reserve Chair – Dovish BUT!
Episode 332
In Part 3 of Oak Harvest’s 2026 Market Outlook, I explain why our investment team believes 2026 could be a year of elevated market volatility and wha…
7 months, 1 week ago
Retiring Soon? Here’s What the Market May Do in 2026 (Market Outlook: Part 2 - Earnings)
Episode 331
If you are approaching retirement — or already retired — understanding potential market dynamics ahead is an important part of long-term planning. In…
7 months, 2 weeks ago
1H26 Stock Market Outlook: Part 1 -Cycles and Seasonality
Episode 330
Here's your sneak peak of what our team expects for the 1st half of 2026 in the markets. I'll walk you through what investors can realistically expec…
7 months, 3 weeks ago